Save the Dates!
Monday and Tuesday, January 29 & 30, 2018
Westin Hotel Orlando North
Lake Mary, Florida
For 28 years the leading financial professionals of Central Florida and beyond have gathered at Symposium to attend advanced educational sessions, learn cutting-edge business practices, and to network with the best and the brightest in the profession!
We salute our Resource Partners & industry specialists who will present exceptional seminars, provide you with innovative products and services to help you better serve your clients!
Announcing Carolyn McClanahan, M.D., CFP®
as our Keynote Speaker!
Dr. McClanahan began her career as a physician in private practice and emergency medicine. In 2000, finding that most financial planners were mainly interested in managing her portfolio and not in providing the advice she needed, she enrolled in the CFP® curriculum to learn more about financial planning. Realizing the similarities between medicine and financial planning, and feeling more empowered by being able to help people plan for their future, Dr. McClanahan decided to make a career change into financial planning.
In addition to her financial life planning practice, Dr. McClanahan speaks nationally on the interplay between health and financial issues, particularly regarding aging, long term care issues, health care costs, and health care reform. She writes for Forbes, CNBC, and Financial Planning Magazine covering issues intersecting money and medicine.
Dr. McClanahan is a member of the National Association of Personal Financial Advisors (NAPFA,) the Financial Planning Association, and the American Academy of Family Physicians. She is quoted regularly in numerous publications such as the Wall Street Journal, New York Times, and the Washington Post. She has also appeared on CNBC, Hardball, AC360, Nightly Business Report, and NPR.
Dr. McClanahan will present two sessions on Monday, “Health Care Reform” and “Planning for Aging Transitions”.
Our sessions and speakers will give you cutting-edge information, practical solutions and will bring you the quality education for which you are accustomed.
Our topics will include:
- Health Care Update
- Planning for Aging Transitions
- College Savings Plans
- Fiduciary Update/IRA Rollovers
- Economic Update
- Modeling Portfolios
- Reverse Mortgage Updates
- Social Selling/Social Contracts
- Estate Planning
- CFP® Ethics Course
- Plus much more to come....
Our Resource Partners will provide you with the newest and greatest tools, solutions and support to help you grow and maintain your successful practice!
Sponsors click here
About the Westin Lake Mary
Westin Lake Mary Orlando North has offered fantastic rates for our Symposium! $137.00 per night! Please call 407.531.3555 and be sure to ask for the rate for the 28th Annual Financial Planning Symposium! Or, you can make your reservations on line! Rate is available Jan 29-31, with rate “based on availability” 3 days pre and post Symposium! What a deal!
Discounted Symposium Registration fees:
Non Members: $304
Our Meeting Sponsors
|10/18-21/2017||NAPFA||NAPFA Fall Conference||Orlando, FL||various|
|10/20-25/2017||FPA||FPA Residency||Englewood, CO||various|
|11/3/2017||FPA of Central FL||Quarterly Luncheon||The Country Club of Orlando||11:30|
|1/29-30/2018||FPA of Central Florida||Symposium 2018||Westin Hotel, Lake Mary||various|